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RWQ Financial Management Services’s Chevron CVX Stock Holding History

RWQ Financial Management Services’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4,677
Closed -$789K – 24
2023
Q3 		$789K Buy
+4,677
New +$755K 0.86% 17

Other funds holding CVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RWQ Financial Management Services's CVX Position: Q4 2023 in Review

RWQ Financial Management Services sold out of Chevron (CVX) in Q4 2023, closing a stake of 4,677 shares — an estimated $789K sold.

RWQ Financial Management Services first reported a position in CVX in Q3 2023 and held it in 1 quarter. The position peaked at $789K in Q3 2023. 3,466 funds tracked by Wall St. Rank hold CVX as of Q4 2023.

  • RWQ Financial Management Services reported no remaining Chevron position as of Q4 2023 after selling out during the quarter.
  • RWQ Financial Management Services sold 4,677 Chevron shares in Q4 2023, an estimated $789K.
  • RWQ Financial Management Services first reported a position in Chevron in Q3 2023 and held it in 1 quarter.
  • RWQ Financial Management Services's Chevron position peaked at $789K in Q3 2023.
  • 3,466 funds tracked by Wall St. Rank held Chevron as of Q4 2023.

Based on RWQ Financial Management Services's 13F filing for Q4 2023, filed 24 Jan 2024.